Members of the U.S. armed forces qualify for special tax breaks, which can offer unique financial planning opportunities, ...

Some retirees have just one day remaining to complete the first required minimum distribution or face a significant fine.

Socking away money for retirement is something that’s top of mind for many people. Here's what to know about traditional and ...

ICI’s research shows that individual retirement accounts are a significant component of U.S. households’ retirement planning.

If you’ve inherited an individual retirement account, costly mistakes could shrink your balance. Here’s how to preserve your ...

If you have investments in one or more Individual Retirement Accounts (IRAs) and are starting a new job with an employer that offers a 401(k) plan, you may be wondering: Should you move your assets ...

A little confusion over something that's seemingly simple can end up taking a costly toll when not handled properly.

Range covers strategic investing for high-income individuals and methods used to help minimize tax burdens and offer greater ...

One of the biggest mistakes to avoid is withdrawing money early. If you take money out of your IRA before the age of 59 ½ — ...

In 2019, as part of the SECURE Act, some people are required to withdraw the entirety of an account within 10 years of the ...

ROTH IRA's are growing in popularity among younger generations who are using this retirement tool in addition to a ...